Key Financial Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Key Financial Inc’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25	Closed	-$1.17K	–	1403
2024 Q3	$1.17K	Hold	25	–	–	﹤0.01%	1172
2024 Q2	$1.14K	Hold	25	–	–	﹤0.01%	1172
2024 Q1	$1.16K	Hold	25	–	–	﹤0.01%	1166
2023 Q4	$1.18K	Hold	25	–	–	﹤0.01%	1160
2023 Q3	$1.09K	Hold	25	–	–	﹤0.01%	1179
2023 Q2	$1.15K	Hold	25	–	–	﹤0.01%	1225
2023 Q1	$1.17K	Sell	25 -389	-94%	-$18K	﹤0.01%	1015
2022 Q4	$18.2K	Hold	414	–	–	0.01%	508
2022 Q3	$18K	Buy	+414	New	+$19K	0.01%	518

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Key Financial Inc's TFI Position: Q4 2024 in Review

Key Financial Inc sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 25 shares — an estimated $1.17K sold.

Key Financial Inc first reported a position in TFI in Q3 2022 and held it in 9 quarters. The position peaked at $18.2K in Q4 2022. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Key Financial Inc reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 25 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $1.17K.
Key Financial Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
Key Financial Inc's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $18.2K in Q4 2022.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.